Discover the Ultimate General Invoice Template for Procurement

General invoice template for Procurement

this video is to teach you how to work with the excel auto calculating version of this invoice template the first thing you need to do is download the files that you purchased from etsy and if you're not sure how to do that look in the description below and you should see a link and you can follow that to to the tutorial that will teach you how to download files from etsy now that you have your files downloaded from etsy go into the downloads folder on your computer and you should see a file called excel editable double click that file and it should open in excel okay now that you have the correct file open we can continue with this process and what we're going to do at this point is take a look at these tabs across the bottom each one is a different color and from there you can pick the color that you want to use for your template that we're going to personalize okay we're going to choose this bright green one so now that you know which color you want to use you can right click on each tab that you're not using and delete it if you want to get it out of your way i'm not going to do that right now because it'll be a waste your time so i'll just go back to the one we chose and work from there now what we'll do is take this generic template and personalize it to work for your business so we can double click in the cells that we want to change i'll start at the top and at this point you can just follow along what i'm doing and mimic the information to reflect your business okay so for this template this is all the information we're going to need at this point so we'll save it the next step is to make a copy that's going to end up going to your client so you can hit the file tab up here click save as i'll save it to my desktop and you can name these however you want i recommend naming them by the invoice number if you have a system like that set up but for now i'll just name it client invoice press enter to save so if you look up at the top of the window you can see that we're in the correct file that we want to change we're no longer in the template file this is the actual invoice that's going to go to your client so we'll start inputting the information that is relevant to this customer we'll start with the invoice number okay when you see this window that means you have to unprotect these cells so what we do is go to review press on protect sheet highlight this section here give it a right click format cells protection and make sure this box is unchecked press ok then go back to protect worksheet and press okay now hopefully you noticed as i was filling out this section of the invoice these total numbers they are auto calculating so you input the price right here and the quantity of that item and your price inputs automatically or your total calculates automatically i should say the same thing down here this cell auto calculates so now we can just empty these ones that we're not using and you don't even have to worry about those so as you can see these boxes auto calculated as well but some of them didn't so like this discount box if you want to give your client a discount let's say we're giving this client 100 off you can just type 100 press enter and the rest of the relevant cells will auto calculate to adjust for that discount in this box here you can adjust for the taxes in your area so if you want eight percent just click the cell one time press eight press enter and that will show you that eight percent of the subtotal minus the discount it's 38 dollars and that will automatically add it to your total price here and that's all we need for this client so we're going to save it so now that this client's invoice is completed you have a few options we can print the invoice out and send it to them or you can turn it into a pdf and send it electronically so in either case you're going to want to go up here to file and if you're printing it you can go to print make sure your you have the right printer selected then click print obviously you want to make sure that your preview looks good so looks good click print or alternatively you can save as pdf and if you deleted the tabs you weren't using you won't see this list you'll only see bright green over here and if you did not delete the rest of the tabs then you'll see the whole list here but that's okay the only one we want is the one that we edited which is bright green so you can click convert to pdf and it's just giving you a warning message saying that some things can be converted but that's okay that doesn't matter for us right now so click yes and then save it by whatever name suits your needs and click save okay so this pdf opened up on my other screen automatically and this is what you can email to your clients